SERV Serve Robotics Inc.
Serve Robotics Inc. (SERV) Institutional Ownership
What the institutions did with SERV last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | 1.8M | 47.8% |
| Themes Management Co LLC | 418.3K | 10.9% |
| Daiwa Securities Group Inc. | 347.7K | 9.1% |
| Bank of New York Mellon Corp | 253.0K | 6.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 143.2K | 3.7% |
| Vontobel Holding Ltd. | 138.7K | 3.6% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 138.3K | 3.6% |
| AlphaCentric Advisors LLC | 100.0K | 2.6% |
| Creative Planning | 73.8K | 1.9% |
| CITIGROUP INC | 51.3K | 1.3% |
| Cambridge Investment Research Advisors, Inc. | 44.3K | 1.2% |
| INTEGRITY ALLIANCE, LLC. | 35.3K | 0.9% |
| WEDBUSH SECURITIES INC | 32.9K | 0.9% |
| Gruss & Co., LLC | 30.6K | 0.8% |
| IMC-Chicago, LLC | 26.0K | 0.7% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 24.6K | 0.6% |
| SBI Securities Co., Ltd. | 22.0K | 0.6% |
| United Advisor Group, LLC | 15.8K | 0.4% |
| INDEPENDENT FINANCIAL GROUP, LLC | 15.8K | 0.4% |
| Mirae Asset Global Investments Co., Ltd. | 13.2K | 0.3% |
| Vanguard Capital Wealth Advisors | 11.5K | 0.3% |
| ANCHYRA PARTNERS LLC | 10.6K | 0.3% |
| Sigma Planning Corp | 10.4K | 0.3% |
| SIGNATUREFD, LLC | 5.5K | 0.1% |
| NFSG Corp | 5.5K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | Increased | 1.5M | 1.8M | +311.7K |
| DIMENSIONAL FUND ADVISORS LP | Sold Out | 265.8K | 0 | -265.8K |
| IMC-Chicago, LLC | Reduced | 251.8K | 26.0K | -225.8K |
| Themes Management Co LLC | Increased | 237.5K | 418.3K | +180.8K |
| SIMPLEX TRADING, LLC | Sold Out | 137.0K | 0 | -137.0K |
| Daiwa Securities Group Inc. | Increased | 214.5K | 347.7K | +133.2K |
| Inspire Investing, LLC | Sold Out | 102.5K | 0 | -102.5K |
| Vontobel Holding Ltd. | Increased | 67.9K | 138.7K | +70.7K |
| Capstone Capital Management Ltd | Sold Out | 65.1K | 0 | -65.1K |
| Creative Planning | Increased | 20.4K | 73.8K | +53.4K |
| CITIGROUP INC | Reduced | 102.3K | 51.3K | -51.1K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 88.8K | 44.3K | -44.5K |
| INTEGRITY ALLIANCE, LLC. | New | 0 | 35.3K | +35.3K |
| TD Waterhouse Canada Inc. | Reduced | 35.0K | 140 | -34.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 174.6K | 143.2K | -31.3K |
| Harbour Capital Advisors, LLC | Sold Out | 26.2K | 0 | -26.2K |
| Bank of New York Mellon Corp | Increased | 233.1K | 253.0K | +19.9K |
| OPPENHEIMER & CO INC | Sold Out | 17.8K | 0 | -17.8K |
| ARIZONA STATE RETIREMENT SYSTEM | Sold Out | 16.7K | 0 | -16.7K |
| United Advisor Group, LLC | New | 0 | 15.8K | +15.8K |
| Sage Capital Management, LLC | Sold Out | 12.5K | 0 | -12.5K |
| Concurrent Investment Advisors, LLC | Sold Out | 10.8K | 0 | -10.8K |
| ANCHYRA PARTNERS LLC | New | 0 | 10.6K | +10.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Sold Out | 10.3K | 0 | -10.3K |
| Archford Capital Strategies, LLC | Sold Out | 10.2K | 0 | -10.2K |
| Venture Visionary Partners LLC | Sold Out | 10.2K | 0 | -10.2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | Increased | 130.6K | 138.3K | +7.7K |
| Caitong International Asset Management Co., Ltd | Sold Out | 6.9K | 0 | -6.9K |
| Gruss & Co., LLC | Reduced | 35.6K | 30.6K | -5.0K |
| Versant Capital Management, Inc | New | 0 | 4.3K | +4.3K |
| FNY Investment Advisers, LLC | Sold Out | 4.0K | 0 | -4.0K |
| BIRCH FINANCIAL GROUP, LLC | New | 0 | 3.1K | +3.1K |
| KBC Group NV | Sold Out | 2.7K | 0 | -2.7K |
| SBI Securities Co., Ltd. | Increased | 19.6K | 22.0K | +2.4K |
| Mirae Asset Global Investments Co., Ltd. | Increased | 10.9K | 13.2K | +2.3K |
| Vanguard Capital Wealth Advisors | Reduced | 13.5K | 11.5K | -2.0K |
| Next Level Wealth Planning, LLC | New | 0 | 1.9K | +1.9K |
| EverSource Wealth Advisors, LLC | Reduced | 3.0K | 1.2K | -1.8K |
| WEDBUSH SECURITIES INC | Increased | 31.1K | 32.9K | +1.8K |
| Larson Financial Group LLC | New | 0 | 1.5K | +1.5K |
| Sigma Planning Corp | Reduced | 11.9K | 10.4K | -1.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | Reduced | 17.3K | 15.8K | -1.5K |
| Parallel Advisors, LLC | Increased | 80 | 1.3K | +1.2K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Increased | 23.4K | 24.6K | +1.2K |
| Tradewinds Capital Management, LLC | Sold Out | 1.1K | 0 | -1.1K |
| Farther Finance Advisors, LLC | Increased | 1.3K | 2.3K | +1.0K |
| SUMMIT SECURITIES GROUP LLC | Increased | 615 | 1.6K | +1.0K |
| Belvedere Trading LLC | Sold Out | 957 | 0 | -957 |
| SIGNATUREFD, LLC | Increased | 4.6K | 5.5K | +901 |
| NBH Bank | New | 0 | 775 | +775 |
| NFSG Corp | Reduced | 6.2K | 5.5K | -700 |
| Sterling Capital Management LLC | Increased | 1.1K | 1.7K | +558 |
| Vermillion Wealth Management, Inc. | Reduced | 1.5K | 1.0K | -500 |
| Spire Wealth Management | Reduced | 1.9K | 1.4K | -500 |
| GAMMA Investing LLC | Increased | 611 | 1.1K | +483 |
| BARRETT & COMPANY, INC. | Sold Out | 310 | 0 | -310 |
| Root Financial Partners, LLC | New | 0 | 270 | +270 |
| SJS Investment Consulting Inc. | Increased | 34 | 241 | +207 |
| GK Wealth Management LLC | New | 0 | 200 | +200 |
| HAZLETT, BURT & WATSON, INC. | Sold Out | 130 | 0 | -130 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.